See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,711 | $114,381-35.6% | $107,525-31.4% | $142,382-48.2% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 10.84% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,690 | $4,015-8.1% | $3,754-1.7% | $4,299-14.2% |
| Participant deferral / active EE | $5,666 | $5,564+1.8% | $5,116+10.8% | $6,507-12.9% |
| Admin fee / account holder | $25,001 | $9,860+153.6% | $8,919+180.3% | $12,624+98.1% |